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CAPTRUST FINANCIAL ADVISORS: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MBB, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 68,371 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,371 shares
    Change vs previous 13F +7,053 shares

    0.01% of the 13F portfolio, value $6,462,456.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,318 shares
    Change vs previous 13F -5,020 shares

    0.01% of the 13F portfolio, value $5,822,191.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,338 shares
    Change vs previous 13F +15,881 shares

    0.01% of the 13F portfolio, value $6,316,732.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,457 shares
    Change vs previous 13F -5,035 shares

    0.01% of the 13F portfolio, value $4,800,948.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,492 shares
    Change vs previous 13F -5,787 shares

    0.01% of the 13F portfolio, value $5,210,185.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,279 shares
    Change vs previous 13F +3,415 shares

    0.01% of the 13F portfolio, value $5,746,772.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 57,864 shares
    Change vs previous 13F +8,035 shares

    0.02% of the 13F portfolio, value $5,304,998.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,774,120.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).